Practical Portfolio Optimization and Risk Management: A Complete Guide
Introduction
This course is designed to provide professionals with a **practical and hands-on understanding of portfolio management**. It equips participants with in-depth knowledge of investment strategies, risk management, asset allocation, and performance measurement to optimise portfolios effectively.
Objectives
By the end of this programme, participants will be able to:
* Understand the **principles and significance of portfolio management**
* Explore and apply various **investment strategies**
* Develop strong knowledge of **risk measurement and risk management techniques**
* Recognize the importance of **asset allocation and diversification**
* Evaluate portfolios using **performance measurement and benchmarking methods**
Course Outline
Day 1: Introduction to Portfolio Management
* Defining portfolio management
* Importance of portfolio management in financial decision-making
* Types of portfolios (equity, fixed income, balanced, alternative)
* Roles and responsibilities of a portfolio manager
* Introduction to investment strategies
Day 2: Investment Strategies
* Active vs. passive investment strategies
* Equity investment strategies
* Fixed income investment strategies
* Alternative investments (commodities, real estate, hedge funds, private equity)
* Portfolio construction methodologies
Day 3: Risk Management
* Understanding the relationship between risk and return
* Risk measurement techniques (standard deviation, beta, VaR, etc.)
* Risk management strategies in portfolio optimization
* Portfolio risk management frameworks
* Role of derivatives (options, futures, swaps) in managing risk
Day 4: Asset Allocation
* Concept and importance of asset allocation
* Strategic vs. tactical asset allocation approaches
* Asset allocation models (mean-variance optimization, Black-Litterman, etc.)
* Role of diversification in reducing portfolio risk
* Rebalancing strategies and portfolio adjustments
Day 5: Performance Measurement
* Importance of measuring portfolio performance
* Techniques for performance measurement (Sharpe ratio, Treynor ratio, Jensen’s alpha, etc.)
* Benchmarking and performance comparison
* Performance attribution analysis
* Reporting performance to stakeholders
Training Methodology
This highly interactive programme combines:
* **Lectures and Expert Insights**: Delivered by seasoned professionals in portfolio management and investment analysis.
* **Case Studies and Real-World Examples**: Practical scenarios to bridge theory with industry practice.
* **Hands-on Exercises and Simulations**: Participants will apply strategies to optimize portfolios, manage risks, and evaluate performance.
* **Group Discussions and Peer Learning**: Encouraging collaboration and sharing of diverse perspectives.
* **Performance Review Workshops**: Participants will work on portfolio performance measurement and reporting exercises.
This blended approach ensures participants **gain not only theoretical knowledge but also practical skills** they can apply immediately in their professional roles.
Who Should Attend
This course is ideal for professionals who are directly or indirectly involved in **investment, risk management, and portfolio optimization**, including:
* Portfolio Managers and Analysts
* Investment Managers and Advisors
* Financial Analysts and Asset Managers
* Risk Management Professionals
* Wealth Managers and Private Bankers
* Corporate Treasurers
* Finance Officers in Pension Funds, Insurance, and Sovereign Wealth Funds
* Professionals preparing for advanced **portfolio management certifications**
Enquiries and Registration
Enquiry at : admin@keleaders.com
Whatsapp: 0044 790 125 9494
For more details visit our website : www.keleaders.com
